Agent Development Partner ADP

At Keystone Advisors, we partner with top insurers to help clients find essential health coverage in forty‑eight states. We provide individuals, families, and employer groups health, dental, vision, life and disability, and Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans. Unlike agents selling a single plan, we present a wide range of options and walk clients through each health plan until we narrow it down to one that fits their needs and budget. We are experts in the health insurance market and define our outstanding performance. Our team does its best to match our clients’ needs, helping thousands of Americans find peace of mind and economic stability. Position Title Agent Development Partner (ADP) Department Agency Growth & Distribution Reports To Agency Operations / Sales Leadership FLSA Status Exempt Work Environment Houston – Onsite and regional travel Position Summary The Agent Development Partner (ADP) is responsible for onboarding, developing, coaching, and growing insurance agents and agency partners within the Keystone Advisors ecosystem. This role serves as a strategic business consultant, trainer, coach, and relationship manager focused on driving production, retention, compliance, and long‑term agency success. The ADP works closely with independent agents, field agents, telesales professionals, and agency owners to implement best practices that improve client acquisition, member retention, cross‑selling opportunities, and operational effectiveness. A successful candidate combines agency development expertise with strong sales leadership, contact center operations knowledge, and business development experience. This individual understands how to leverage both field and inside sales strategies to create scalable growth and exceptional client outcomes. Essential Duties & Responsibilities Agent Recruitment & Expansion Recruit, onboard, and develop new insurance agents and agency partners. Conduct business development meetings and growth consultations. Support expansion efforts across ACA Marketplace, Medicare Advantage, Medicare Supplement, Ancillary Products, and Group Benefits. Develop strategic growth plans for agents and agencies. Agent Development & Coaching Facilitate onboarding training programs for newly contracted agents. Conduct one‑on‑one coaching and business development sessions. Deliver training on sales strategies, product knowledge, compliance requirements, technology platforms, client retention, cross‑selling opportunities. Develop personalized action plans to improve agent performance and mentor agents through all stages of business development. Contact Center & Sales Excellence Preferred candidates have contact center sales leadership experience and will support both field and remote call center sales external partners. Apply contact center best practices to improve sales productivity, agent accountability, lead management, conversion rates, First Call Resolution, customer experience, retention outcomes, cross‑sell opportunities, referral generation, and performance management. Leverage knowledge of inbound sales operations, outbound sales campaigns, benefit navigation programs, workforce management, service level management, forecasting and staffing models, quality assurance programs, and CRM adoption and utilization. Business Consulting & Agency Growth Conduct agent business reviews and performance assessments. Analyze sales reports and production trends. Recommend growth strategies and operational improvements. Help agents build annual business plans. Guide agencies on lead acquisition strategies, marketing initiatives, sales processes, retention programs, client engagement models, referral generation, and support agencies in increasing profitability and scalability. Relationship Management Serve as the primary relationship manager for assigned agents and agencies. Conduct recurring touchpoints and business reviews. Build strong partnerships with agents, agency owners, carrier representatives, community organizations, and strategic partners to foster long‑term relationships that drive mutual growth. Technology & Operational Support Train agents on Keystone Advisors technology platforms: Salesforce CRM, HealthSherpa, Spark, Carrier portals, KosmosDX solutions. Support workflow optimization and automation initiatives. Identify operational barriers and recommend solutions. Compliance & Quality Assurance Ensure agents maintain all licensing and carrier certifications. Reinforce compliance with CMS regulations, HIPAA, carrier guidelines, and Keystone Advisors policies. Participate in quality reviews and audit processes and address compliance concerns proactively. Qualifications Education Bachelor's Degree preferred. Equivalent industry experience may be substituted. Experience 5+ years of experience in Health Insurance, Medicare, ACA Marketplace, Agency Development, Sales Leadership, and Business Development. 3+ years managing or developing agents, agencies, or sales teams. Highly Preferred Experience Insurance contact center leadership. Medicare or ACA telesales management. Benefit navigation programs. Sales coaching and performance management. Independent agency distribution. Carrier relationship management. Licenses & Certifications Active Health & Life Insurance License required. Multi‑state licensing preferred. AHIP Certification preferred. Carrier certifications preferred. Knowledge, Skills & Abilities Leadership Competencies Coaching and mentoring. Strategic planning. Change management. Accountability management. Team development. Sales Competencies Consultative selling. Cross‑selling. Relationship building. Business development. Sales process management. Technical Competencies Salesforce CRM. Microsoft Office Suite. Reporting and analytics. Contact center technologies. Virtual training platforms. Professional Competencies Excellent verbal and written communication. Presentation and facilitation skills. Strong organizational skills. Analytical thinking. Problem‑solving abilities. Project management capabilities. Key Performance Indicators (KPIs) New Agent Recruitment Agent Retention Agency Production Growth Enrollment Growth Cross‑Sell Performance Referral Generation Agent Engagement Scores Training Completion Rates Compliance Scores Technology Adoption Metrics Partner Satisfaction Ratings Why Join Keystone Advisors At Keystone Advisors, we believe agent success drives community impact. Our Agent Development Partners play a critical role in helping agents build sustainable businesses while delivering healthcare solutions that improve lives. This role is ideal for a leader who understands both agency distribution sales operations and is passionate about developing people, driving growth, and delivering our commitment to White Glove Service Excellence. Compensation Base Salary: $75,000 – $90,000 Recruitment Incentives Agency Growth Bonus Benefits Package PTO & Paid Holidays Professional Development Programs Travel Requirement: 10%-15% Core Values Customer‑Centric Integrity Compassion Teamwork Accountability Continuous Improvement White Glove Service Excellence #J-18808-Ljbffr Keystone Advisors